Institutional Ownership First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS). We have compiled data on the 572 institutions that hold shares in the stock, with a total of 61.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
405
shares
|
$37,138
0.0% of portfolio
|
Q4 2025
Reduced 53.02%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
400
shares
|
$36,680
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
381
shares
|
$34,937
0.01% of portfolio
|
Q4 2022
Reduced 26.02%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
368
shares
|
$33,745
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
350
shares
|
$32,095
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
338
shares
|
$30,994
0.02% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
320
shares
|
$29,344
0.01% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
312
shares
|
$28,610
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
301
shares
|
$27,601
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
294
shares
|
$26,959
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
279
shares
|
$25,584
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
275
shares
|
$25,217
0.0% of portfolio
|
Q2 2025
Reduced 74.93%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
275
shares
|
$25,217
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
274
shares
|
$25,125
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
246
shares
|
$22,558
0.01% of portfolio
|
Q2 2025
Reduced 16.61%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
209
shares
|
$19,165
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
200
shares
|
$18,340
0.01% of portfolio
|
Q2 2024
Reduced 99.11%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
200
shares
|
$18,340
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
200
shares
|
$18,340
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
200
shares
|
$18,340
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
200
shares
|
$18,340
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
164
shares
|
$15,038
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
162
shares
|
$14,855
0.0% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
153
shares
|
$14,030
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
141
shares
|
$12,929
0.0% of portfolio
|
Q1 2023
Reduced 75.26%
|
|